See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,047 | $71,050-32.4% | $93,606-48.7% | $80,856-40.6% |
| Participation rate | 38.2% | 60.4%-22.2pp | 68.7%-30.6pp | 67.6%-29.5pp |
| Annual return | 22.29% | 11.26%+11.0pp | 133.20%-110.9pp | 35.59%-13.3pp |
| Employer contribution / active EE | $1,380 | $1,564-11.8% | $2,420-43.0% | $2,755-49.9% |
| Participant deferral / active EE | $3,691 | $4,034-8.5% | $4,411-16.3% | $4,296-14.1% |
| Admin fee / account holder | $5,903 | $6,945-15.0% | $8,285-28.8% | $6,918-14.7% |